Options

An option is a product feature that a buyer can select or specify. An option could prompt a buyer to choose between T-shirts of different colors, building materials of different dimensions, or engines of different displacements.

To create an option, you must first create an option template and then a set of option values. You must also apply the template to a product.

An Option Template describes the kind of variation that the option defines. If the buyer should be prompted to choose between product variants of different sizes, then the template would be defined as Size.

An Option Value refers to a specific selection a buyer can choose. For example, an option template called Size can be assigned the option values Small, Medium, and Large.

An option template can be applied to any product in the catalog. This makes it easy to apply frequently-used options to a large number of products. Once applied, however, the link between template and product is severed: template changes don’t affect the product, and product changes don’t affect the template. This allows each product’s options to be customized, and it ensures that those customizations aren’t unintentionally changed by future template changes.

Creating an Option Template

Follow these steps to create a new option template:

  1. Go to Site MenuCommerceCatalog and click on the Options tab. This displays a list of existing templates on the left of the page and the Option Template Detail form on the right.

  2. Then click Add, fill in the following fields from the Option Template Detail form, and click Save.

Title: Give the template a name, such as size or color.

Description: This text can be displayed on the product page.

Field Type: Select from the following different ways to display options to customers:

  • Select from List: Displays option values in a drop-down box.

  • Single Selection: Displays option values with a radio button next to each. Since radio buttons cannot be deselected, only use this field type for options where a selection is required.

  • Date: Prompts buyers to select a specific date—applicable for services, deliveries, and the like. It does not take option values.

  • Boolean Question: Displays a checkbox next to the option template. It does not does not take option values. It is useful where an option is a simple binary, such as “gift-wrap”.

  • Multiple Selection: Displays a checkbox next to each option value. This allows more than one value to be selected for a single template—useful for offering a choice among add-ons or accessories.

  • Numeric: Displays a field where a number can be entered, for entering custom dimensions or the like. It does not take option values.

Use in faceted navigation: enable to allow search results to be filtered for this option.

Required: forces customers to make a selection before purchasing products that use this option.

SKU Contributor: a SKU contributor can be assigned a unique price and other attributes for each variant via SKUs. If enabled, the option must have an SKU in order to be sold.

Key: A unique identifier for referring to this option programmatically. As this field is filled automatically, most users can safely leave it alone.

Once an option has been created and saved, it is displayed in the list on the left side of the screen.

Creating Option Values

Depending on the Field Type you specified when you created your template, you may need to create values for your option.

Follow these steps:

  1. Go to the catalog and select the Options tab. Find the template you want to create values for and click on the values button next to its title.

  2. Click the Add button and fill in the following fields in the Option Value Detail form.

  3. Click Save. Repeat steps 2 and 3 to create additional values.

Title: Give the value a name.

Priority: Values are displayed on a page in order of priority. Lower numbers come first.

Key: A key is a unique identifier for referring to this value programmatically. This field is filled automatically, so most users can safely leave it alone.

These values apply to every product where the template is applied. You can override these values for individual products when you apply the template to a product.

Adding Custom Option Field Types

The field types used by Option Templates (see Creating an Option Template, above) are the same as those used by the Forms application. To create custom field types, see Form Field Types.

Once a custom form field type has been created, follow these steps to activate it as an Option Field Type:

  1. Go to Control PanelConfigurationSystem SettingsCatalogProduct Options.

  2. Click the Add button and enter the new field type’s Key in the field that appears.

  3. Click Save. Your Field Type is now available for use by Option Templates.

Note: The field types paragraph, grid, text, and upload are included in the Forms application but are not currently supported for use with product options.

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